Simplicity Solutions, LLC VTEB Holdings History
Simplicity Solutions, LLC's Vanguard Tax-Exempt Bond ETF Holding Summary
As of 2023-12-31, Simplicity Solutions, LLC held 1.39 Mil shares of Vanguard Tax-Exempt Bond ETF(VTEB), totaling $71.08 Mil. This investment constitutes 1.94% of their stock portfolio, and Simplicity Solutions, LLC now holds 0.26% of the outstanding Vanguard Tax-Exempt Bond ETF(VTEB) stock.
The initial trade took place in 2020Q1. And since then Simplicity Solutions, LLC has made 11 purchases of VTEB, at an average price of $51.59, for a total of 2.27 Mil shares. In addition, there have been 5 sales at an average price of $51.19 for 873,190.00 shares. Based on historical transaction data and VTEB's current price of $48.57, Simplicity Solutions, LLC's estimated gain on his VTEB holdings is $-4.57 Mil, reflecting a -3.91% gain to date.
Simplicity Solutions, LLC VTEB ($48.57) Holding Chart
Simplicity Solutions, LLC VTEB ($48.57) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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